Election Angst, Fertilizer, Activists and Insurance

by Travis Johnson, Stock Gumshoe | November 9, 2012 8:21 pm

Friday file Thoughts on two new personal buys and some insurance company valuations

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Source URL: https://www.stockgumshoe.com/2012/11/seeds-activists-and-insurance/


10 responses to “Election Angst, Fertilizer, Activists and Insurance”

  1. george.h says:

    Appreciate the analysis. Buy Agrium. Growing up on a grain farm in Saskatchewan in the 1950s, I hauled truckloads of grain to one of those elevators with a Saskatchewan Wheat Pool sign. SWP became Viterra and now is swallowed by AGRIUM. Buy when it’s cheap. Listen to Gumshoe.

  2. tomerline says:

    Hey Gummy! been a reg member for couple years. recently joined irreg. group.
    I’m just so impressed by your stable and unbiased comments. Especially, in this world of
    some people yelling fire and fear based commentary.
    I am glad to be a member here.
    Tom..

  3. gjervis says:

    Hi Travis,
    What are your thoughts on Sprott Resource Lending Q3 Results?

  4. Dang, unfortunately Barron’s focused on Berkshire Hathaway as approaching bargain status this weekend, which means we probably won’t get the share price to drop a couple dollars this week. Still very limited downside, in my opinion, and I’ll still hold out hope that the shares drop a bit since I can’t trade in any of these stocks I’ve written about for three more days, anyway. But if you don’t have such restrictions, I think the downside is very firmly limited by book value … book value can drop, but it almost never has done so for long in the past, so the risk of substantial drops is much lower than with most stocks I own or write about.

  5. digitaldeity says:

    You’re more inclined to buy lnaff and brk than aapl?

  6. Probably the best “Wall Street” article I’ve read on what
    Impact the “cliffs” will have on the market. May not be right, of course, but logical and data-driven and smart: http://www.thestreet.mobi/story/11764147/1/kass-current-fears-are-overblown.html?puc=_wal_html_pla1&cm_ven=EMAIL_wal_html

  7. meg53132 says:

    Sell farm land, buy Agrium?

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